Investments & Strategies

SPECIFIC​ ​ALTERNATIVE INVESTMENTS

Alternative ideas that can offer:

  • Higher Returns
  • Increased Liquidity
  • Critical Tax Advantages

Get out of the “stocks and funds box”!

Learn now about how to round out your portfolio for​ ​real diversification​ with a wide variety of investments your stockbroker will never carry, and never tell you about.

  • Oil and Gas Direct Participation Programs
  • Merchant Cash Advance funding. (Amazon leads the way!)
  • The explosion of Bitcoin and digital coin offerings
  • Life Settlement contracts
  • And more!

STRATEGIC​ ​PLANNING

What good is a great investment when your gains are either taxed away or subject to legal or estate planning pitfalls?

How​ ​you​ ​hold​ ​your​ ​investments is​ ​crucial​ ​to​ ​keeping​ ​your​ ​gains for the best benefit of you, your family, or your business.

Learn​ ​from​ ​the​ ​experts​ ​in​ ​this section:

  • Best Corporate Benefit Plans
  • Planning for families with Special Needs members
  • Best Tax-Advantaged Planning
  • Business Succession
  • Elder planning for Medi-Cal and Long-Term Care qualification

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818-249-7249